Dashboard charts
Project Summary
Chart from the Project Summary report: tasks completed and pending per project.
In detail
This chart runs the Project Summary report and draws, for each open project, the tasks completed and the tasks pending, so you see progress per project at a glance. A project with 7 of 10 tasks done shows two bars of 7 and 3. It reads Task records, not the ledger. Projects with many pending tasks and an expected end date already passed are late; projects with all tasks done but still Open should be closed so the Open Projects card stays honest.
Formula
Per project = Count of Task completed and Count of Task pending, from the Project Summary report
How to record it in BRAccount
- 01Go to Projects; the chart sits beside Completed Projects.
- 02Hover a bar to read the project and its completed or pending count.
- 03To change the scope, open the chart menu > Edit and set status or company in the report filters.
- 04Click the chart to open the full Project Summary report.
- 05Open a late project and reassign or close its pending tasks.
When to use it
Progress of each project.
Example from the demo books
A project with 7 of 10 tasks done.